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Bond yields quietly move economies. They influence everything from interest rates and inflation to market confidence and government spending. Yet few understand how this hidden force shapes economies and financial systems.In this episode of Open Dialogue, Sameer Shetty speaks with Ashish Gupta, Chi…
India’s economy is entering a critical transition. After a phase of fiscal tightening, credit slowdown, and global uncertainty in 2025, key macro signals are beginning to shift. Growth is picking up, inflation remains contained, interest rates are falling, and fears around the rupee are being reass…
Budget 2026 did not deliver big surprises, and that is exactly where this conversation begins. In this episode of Open Dialogue, the panel discusses why a predictable, “boring” Budget can be a positive signal, reducing uncertainty, lowering the long-term cost of capital, and improving confidence fo…
India’s tax landscape just changed in a big way. GST has been simplified with two main slabs, fewer inverted duties, and clearer pass-through to prices. What does this reset mean for inflation, demand, and growth?In this episode of Open Dialogue, Sameer Shetty speaks with Neelkanth Mishra, Chief Ec…
The world economy is undergoing a seismic shift. After decades of globalization and interdependence, nations are redrawing the map of trade, capital, and technology. Welcome to the age of geoeconomic fragmentation — where economic alliances, supply chains, and financial systems are being reshaped b…
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